Growing up in a family business helped me understand how important it is to work hard, how quickly markets change, and the consequences of positive and negative financial decisions.

I was drawn to the Edward Jones culture because they focus on what is best for the client, and the Edward Jones commitment to their employees, providing the resources necessary for great teamwork and success. I joined the firm in 2012 and earned the AAMS® professional designation in 2015.

I most enjoy helping families and businesses make solid financial decisions, so they are ready for whatever season of life they are in: preparing for or living out retirement, saving for children and grandchildren, protecting years of hard work or protecting the financial future for those a client cares about.

I work best with those who are open to holistic financial strategies. The process of pursuing your life goals may include buying a second home, saving for your child's education, preparing for retirement, leaving a legacy or protecting years of hard work.

Many of my clients have multiple and complex goals. I collaborate with my clients' accountants, attorneys and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

I love what I do and why I do it. My best days are when clients see the benefit of our financial strategies and team work. I am fortunate to have on my team Tami Klingele, a caring Branch Office Administrator with over 24 years of excellent customer service.

I also love spending time with family, especially our grandson, Owen, who lives in northern Minnesota. We love time outdoors, walking dogs, traveling, learning from others, fishing and golfing. I am curious, adventurous, positive and a lifelong learner.

I currently serve as an ambassador for the Rochester Chamber of Commerce and as group leader for Bible Study Fellowship International. I am humbled and grateful and blessed to love what I do, and I do what I love.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More